Plante Moran Financial Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-26
| Closed | -$1.61K | – | 880 |
|
|
2023
Q4 | $1.61K | Buy |
+26
| New | +$1.61K | ﹤0.01% | 743 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$1.1K | – | 823 |
|
|
2023
Q1 | $1.1K | Hold |
14
| – | – | ﹤0.01% | 732 |
|
|
2022
Q4 | $1.17K | Hold |
14
| – | – | ﹤0.01% | 759 |
|
|
2022
Q3 | $1K | Sell |
14
-70
| -83% | -$5K | ﹤0.01% | 816 |
|
|
2022
Q2 | $7K | Buy |
84
+70
| +500% | +$5.83K | ﹤0.01% | 656 |
|
|
2022
Q1 | $1K | Sell |
14
-767
| -98% | -$54.8K | ﹤0.01% | 776 |
|
|
2021
Q4 | $71K | Sell |
781
-991
| -56% | -$90.1K | 0.01% | 298 |
|
|
2021
Q3 | $145K | Hold |
1,772
| – | – | 0.03% | 222 |
|
|
2021
Q2 | $142K | Sell |
1,772
-18
| -1% | -$1.44K | 0.03% | 212 |
|
|
2021
Q1 | $155K | Sell |
1,790
-58
| -3% | -$5.02K | 0.04% | 198 |
|
|
2020
Q4 | $160K | Buy |
1,848
+65
| +4% | +$5.63K | 0.05% | 199 |
|
|
2020
Q3 | $149K | Hold |
1,783
| – | – | 0.05% | 189 |
|
|
2020
Q2 | $148K | Buy |
1,783
+25
| +1% | +$2.08K | 0.06% | 159 |
|
|
2020
Q1 | $137K | Hold |
1,758
| – | – | 0.06% | 155 |
|
|
2019
Q4 | $150K | Hold |
1,758
| – | – | 0.05% | 189 |
|
|
2019
Q3 | $150K | Hold |
1,758
| – | – | 0.04% | 194 |
|
|
2019
Q2 | $133K | Hold |
1,758
| – | – | 0.04% | 191 |
|
|
2019
Q1 | $125K | Sell |
1,758
-77
| -4% | -$5.48K | 0.04% | 198 |
|
|
2018
Q4 | $119K | Buy |
1,835
+77
| +4% | +$4.99K | 0.04% | 188 |
|
|
2018
Q3 | $108K | Hold |
1,758
| – | – | 0.04% | 205 |
|
|
2018
Q2 | $103K | Hold |
1,758
| – | – | 0.05% | 218 |
|
|
2018
Q1 | $104K | Hold |
1,758
| – | – | 0.06% | 222 |
|
|
2017
Q4 | $111K | Hold |
1,758
| – | – | 0.06% | 203 |
|
|
2017
Q3 | $106K | Hold |
1,758
| – | – | 0.06% | 197 |
|
|
2017
Q2 | $107K | Hold |
1,758
| – | – | 0.07% | 195 |
|
|
2017
Q1 | $103K | Sell |
1,758
-132
| -7% | -$7.73K | 0.06% | 200 |
|
|
2016
Q4 | $104K | Buy |
1,890
+132
| +8% | +$7.26K | 0.06% | 208 |
|
|
2016
Q3 | $95K | Hold |
1,758
| – | – | 0.06% | 210 |
|
|
2016
Q2 | $105K | Sell |
1,758
-41
| -2% | -$2.45K | 0.08% | 179 |
|
|
2016
Q1 | $105K | Buy |
1,799
+41
| +2% | +$2.39K | 0.08% | 172 |
|
|
2015
Q4 | $90K | Hold |
1,758
| – | – | 0.07% | 204 |
|
|
2015
Q3 | $89K | Hold |
1,758
| – | – | 0.07% | 191 |
|
|
2015
Q2 | $80K | Hold |
1,758
| – | – | 0.06% | 222 |
|
|
2015
Q1 | $89K | Hold |
1,758
| – | – | 0.06% | 200 |
|
|
2014
Q4 | $94K | Hold |
1,758
| – | – | 0.07% | 192 |
|
|
2014
Q3 | $78K | Sell |
1,758
-108
| -6% | -$4.79K | 0.07% | 191 |
|
|
2014
Q2 | $88K | Hold |
1,866
| – | – | 0.08% | 161 |
|
|
2014
Q1 | $85K | Hold |
1,866
| – | – | 0.09% | 128 |
|
|
2013
Q4 | $79K | Buy |
1,866
+1,758
| +1,628% | +$74.4K | 0.04% | 170 |
|
|
2013
Q3 | $4K | Hold |
108
| – | – | ﹤0.01% | 488 |
|
|
2013
Q2 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 440 |
|